讀後心得

Many investors are worried about the opening of the Taiwan stock market on the 7th, as U.S. stocks have fallen sharply due to tariff issues. Online discussions are lively, with some netizens proposing short-selling strategies and questioning the affected stocks, especially those related to AI. Some investors warn about the risks of short-selling, while others suggest buying on dips and offer operational advice, including maintaining cash reserves, avoiding full investments, and extending investment durations to cope with market fluctuations.

Many investors are worried about the opening of the Taiwan Stock Exchange on the 7th. The actions of the U.S. president to impose tariffs on multiple countries have caused the U.S. stock market to plummet for two consecutive days, coinciding with the Qingming Festival holiday, leading to many discussions online about this situation. A netizen asked on a social media platform: "Is next week the world of short selling?" which sparked numerous replies and opinions from stock traders.

Many netizens expressed that "short selling needs to consider individual stock performance, as electronic stocks may decline across the board," "there could be a significant drop when the market opens next week, possibly falling 1000 points right at the start, making short selling difficult," and "everyone is predicting that if everyone can profit, it won't necessarily be successful." One netizen believed that "Taiwan's automotive industry may be impacted, and regarding the number 20688, I don't think it will break through easily; we still have two days to observe the situation."

Additionally, some netizens offered advice, stating, "Shorts may sometimes rebound, but their strength is usually quite significant, so if you really want to short sell, you need to be cautious." Another netizen mentioned, "If the market opens low, short selling may not yield profits, and there are concerns that the government will intervene to stabilize the market."

A former private equity trader pointed out that a sharp decline in the stock market seems inevitable and predicted that more negative news could emerge in the coming month. However, he also mentioned that if you are a value investor, you should "look for entry opportunities" under these circumstances rather than trying to escape. He provided four pieces of advice:

• When you have cash and confidence, you should enter the market in batches at low points.
• If you lack cash, stay calm and prepare for asset restructuring.
• Avoid using leverage; don’t go all in at once; leave some room for yourself.
• Extend your investment time frame; in six months, you will find that the current panic will be replaced by other news.